Institutional Ownership Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B). We have compiled data on the 5,040 institutions that hold shares in the stock, with a total of 924 Million shares, which have been reported (via 13F filing form) to have a value of $441 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
5,433
shares
|
$2.59 Million
1.64% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
5,430
shares
|
$2.59 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
5,425
shares
|
$2.59 Million
1.33% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
5,415
shares
|
$2.58 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
5,414
shares
|
$2.58 Million
1.66% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
5,409
shares
|
$2.58 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
5,405
shares
|
$2.58 Million
0.44% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
5,401
shares
|
$2.58 Million
1.01% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
5,389
shares
|
$2.57 Million
1.73% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
5,374
shares
|
$2.56 Million
0.22% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
5,371
shares
|
$2.56 Million
0.82% of portfolio
|
Q2 2025
Added 892.79%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
5,366
shares
|
$2.56 Million
0.58% of portfolio
|
Q2 2025
Added 183.17%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
5,359
shares
|
$2.56 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
5,342
shares
|
$2.55 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,316
shares
|
$2.54 Million
1.13% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Soditic Asset Management LLP
London, X0 |
Nov 06, 2024 Q3 2024 |
5,315
shares
|
$2.54 Million
2.64% of portfolio
|
Q1 2024
Reduced 47.71%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,311
shares
|
$2.53 Million
0.55% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
5,309
shares
|
$2.53 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,304
shares
|
$2.53 Million
0.99% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
5,299
shares
|
$2.53 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
5,298
shares
|
$2.53 Million
0.88% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
5,296
shares
|
$2.53 Million
1.87% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
5,295
shares
|
$2.53 Million
0.47% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
5,277
shares
|
$2.52 Million
1.45% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Counsel LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,273
shares
|
$2.52 Million
0.11% of portfolio
|
Q2 2025
Added 1.95%
|